Save a Set of Options (Save Personal Only)

If the Favorites Organizing security setting for your role is Save Personal Only, you can save sets of options for your own use. However, you cannot make sets of options available to other users who share your security role, and you cannot create, rename, or delete global sets of options.

To save a set of options, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to create a set of options.
3. Display the Options dialog box for the report, and select the options you want.
4. Click Organize.
5. In the Folder Name field on the Organize Options dialog box, select the Personal Options folder or a subfolder within it. To create a new folder, enter a new path.
6. In the Save Name field, enter a name for the saved set of options.
7. If you want to use these options as your personal default options for the report, select Use as default options You can save one set of default options for each report.
8. Click Save.
9. Click Apply to apply the saved options to the report.